Client Advisory

Biography

Jim is a Principal in the Louisville office, where he advises clients on retirement plans. He is responsible for creating an experience that will lead to engagement by participants and result in improved plan health and personal financial wellness.

Prior to joining Cerity Partners, Jim served as a Senior Retirement Plan Advisor at ARGI Financial Group, where he helped companies enhance their retirement plan offerings. Earlier in his career, he worked as an Applied Behavior Analysis therapist with children who had special needs. It was in this role where he cultivated his passion for creating and implementing plans for people that could change their lives.

As a father of two young boys, Jim’s main interest is creating memories with his family. His personal hobby is competing in triathlons, with his greatest accomplishment completing a Full Ironman in 2022.

Education

  • B.A. in Theatre from the University of Kentucky
  • Accelerated Executive Certificate in Financial Planning from Bellarmine University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Professional Plan Consultant®

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.